Zan Digital › Companies
Palantir
Every piece of Zan Digital analysis that covers Palantir — 2 pieces, each figure traced to a named source.
- 001OpenAI Valuation: $1.4T Is 35x Run Rate, 107x RevenueOpenAI's reported $1.4T target is 35x its $40B run rate and 107x its $13.07B 2025 revenue. The multiple against Anthropic and the top 5 public software names.$1.4T
- 002Data Moats Are Overrated. Workflow Moats Are NotMost proprietary data can be bought or approximated. Palantir grew US commercial revenue 149% in Q2 2026 by owning the workflow, not the data corpus.149%